Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit people who have an interest in my business and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because really whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar however it likewise enables Calendly.
to check other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to check for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to add those visits to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established properly. Simply select include calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and perhaps a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you wish to add here. And finally, we can click the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your company or perhaps it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. But in most cases, most of individuals are utilizing Calendly for one-on-one meeting.
Let’s state produce for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the choice that you pick, you might have some additional alternatives waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their contact number. I require to know who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number until they have booked the consultation. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na neglect particularly if you have multiple occasions that you’re gon na be using to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting.
Now once we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of